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Description
Docsie is an award-winning digital documentation and knowledge management platform based in Ontario, Canada. You can access Docsie through a SaaS web application to create & edit documentation from any location. Then, you can publish content to a dynamic knowledge portal that users can access whenever they need information!
Docsie offers powerful business-grade features to write & manage product documentation:
- Pilot onboarding service w/ portal design support and workforce training
- Internal & external knowledge base options
- Create multiple workspaces
- Portal analytics & feedback with Docsie Vocally
- Custom domain on free tier
- Markdown compatible
- Docsie Editor with rich formatting and content embeds
- iFrame
- SwaggerAPI import
- Built-in and custom document templates
- Help center deployment & in-app help sidebar
- Share guided tours & create with our builder Chrome extension
- Manage multiple versions, languages, and view change history
- Webhook support in Mattermost, Slack, and more
- Ghost AI language translation (available) & generative AI (in-progress)
- Project management with kanban and task creation
- RBAC/JWT/SSO for security, user management, and data protection
Description
Dynamics CRM and The Portal Connector can help you improve your customer service.
You can provide better customer service by integrating Microsoft Dynamics CRM and Dynamics 365 seamlessly with an online portal that is secure and customizable.
It is easy to use, and does not require any coding or custom programming.
The Portal Connector offers key advantages, including:
* You can host your portal online, in the cloud, or with a third-party hosting provider
* Works with Dynamics CRM 2011, 2015, 2016, Dynamics 360
* All data from CRM, including Custom Entities, can be used in your portal solution
* One license includes unlimited Dev/Test/UAT environments
* The Portal Connector is simple to use and doesn't require any coding skills
* End Users can authenticate with your portal using Facebook, LinkedIn and Twitter.
* Developers can customize every aspect of our solution with our open API
API Access
Has API
API Access
Has API
Integrations
AccessOwl
Airtable
Bitbucket
Citizen RIMS
CodePen
CodeSandbox
Figma
Files by Google
GitHub
GitHub Gist
Integrations
AccessOwl
Airtable
Bitbucket
Citizen RIMS
CodePen
CodeSandbox
Figma
Files by Google
GitHub
GitHub Gist
Pricing Details
$39 per month (annual)
Free Trial
Free Version
Pricing Details
$14995.00/one-time
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Docsie
Founded
2018
Country
Canada
Website
www.docsie.io
Vendor Details
Company Name
Sylogist
Founded
1993
Country
Canada
Website
www.crmportalconnector.com
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Enterprise Content Management (ECM)
Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management
Knowledge Management
Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal
Software Documentation
Access Roles / User Permissions
Automatic Documentation Generation
Collaboration Tools
Docs Web Hosting
Feedback Capture
Markdown Support
Multiple Formats Support
Multiple Versions Support
Version Control
WYSIWIG Editor
Webhooks
reStructured Text Support
Product Features
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
